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Download or Open a Dynamics 365 Finance & Operations Report in Excel

Learn how to efficiently manage customer data in Dynamics 365 Finance & Operations using Excel. This tutorial walks you through accessing the customer grid view, applying personalized filters, and exporting data to Excel. You'll see how to open the dataset for editing, make changes like updating customer names, and publish those edits back to Dynamics 365. 

Encore Business Solutions has been committed to helping organizations drive business efficiency with innovative and modern business management solutions since 1990.